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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,547 | $106,005-60.8% | $92,239-55.0% | $147,585-71.8% |
| Participation rate | 76.9% | 80.4%-3.5pp | 76.5%+0.4pp | 82.8%-5.9pp |
| Annual return | 19.33% | 50.05%-30.7pp | 176.29%-157.0pp | 578.58%-559.3pp |
| Employer contribution / active EE | $709 | $4,333-83.6% | $3,680-80.7% | $4,876-85.5% |
| Participant deferral / active EE | $4,110 | $4,478-8.2% | $3,897+5.5% | $5,439-24.4% |
| Admin fee / account holder | $1,261 | $6,333-80.1% | $5,194-75.7% | $10,886-88.4% |